Civic Intelligence

Michael S. Roth, O.D.

Plan context: Michael S. Roth, O.D. Profit Sharing Plan

EIN 16-1023998 • Palm Desert, CA • 12 filings • 1 plans

11 Belmonte DrivePalm Desert, CA 92211
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$538,433

2010 Contributions

$18,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$653,673$326,837$0199920042009YearValue
$538,433Latest year 2009

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420199920042009YearValue
1Latest year 2009

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$0-
Michael S. Roth, O.D. Profit Sharing Plan-0$0--
200911$538,433$0-
Michael S. Roth, O.D. Profit Sharing Plan-1$538,433$0-
200811$415,737$0-
Michael S. Roth, O.D. Profit Sharing Plan-1$415,737--
200713$653,673$0-
Michael S. Roth, O.D. Profit Sharing Plan-3$653,673--
200613$598,642$0-
Michael S. Roth, O.D. Profit Sharing Plan-3$598,642--
200514$0$0-
Michael S. Roth, O.D. Profit Sharing Plan-4---
200413$477,565$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Michael S. Roth, O.D. Profit Sharing Plan-3$477,565$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200311$396,062$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Michael S. Roth, O.D. Profit Sharing Plan-1$396,062$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200212$281,017$7,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Michael S. Roth, O.D. Profit Sharing Plan-2$281,017$7,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
200112$0$0-
Michael S. Roth, O.D. Profit Sharing Plan-2---
200013$333,187$4,525$1,508iApproximate average salary by contribution assumption: employee only about $37,708 at 4% or $25,139 at 6%; with 50% employer match about $25,139 at 4% or $16,759 at 6%; with 100% employer match about $18,854 at 4% or $12,569 at 6%.
Michael S. Roth, O.D. Profit Sharing Plan-3$333,187$4,525$1,508iApproximate average salary by contribution assumption: employee only about $37,708 at 4% or $25,139 at 6%; with 50% employer match about $25,139 at 4% or $16,759 at 6%; with 100% employer match about $18,854 at 4% or $12,569 at 6%.
199913$334,310$20,225$6,742iApproximate average salary by contribution assumption: employee only about $168,542 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%.
Michael S. Roth, O.D. Profit Sharing Plan-3$334,310$20,225$6,742iApproximate average salary by contribution assumption: employee only about $168,542 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%.
Michael S. Roth, O.D. | EIN 16-1023998 | 2010 Form 5500 Company Profile